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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,711 | $144,130+12.9% | $117,860+38.1% | $147,585+10.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 16.40% | 531.20%-514.8pp | 335.10%-318.7pp | 578.58%-562.2pp |
| Employer contribution / active EE | $3,989 | $4,897-18.5% | $3,786+5.3% | $4,876-18.2% |
| Participant deferral / active EE | $7,814 | $5,316+47.0% | $4,482+74.3% | $5,439+43.7% |
| Admin fee / account holder | $207 | $10,887-98.1% | $8,021-97.4% | $10,886-98.1% |